Wealth Administrator

3 days ago

Pretoria, South Africa 368Ab7Bb-7E63-47Cd-Ada9-Ca4Cf297A3D6 Full time

BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial PlannersResponsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following : Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessaryProcess new business applications timeously and accurately, with strong follow-up disciplineProcess increases, amendments and servicing requests on existing businessEnsure accurate workflow and data capture on Elite Wealth and internal systemsPrepare and submit documentation packs for onboarding and servicingLiaise with clients proactively, ensuring clear communication of progress updatesMaintain electronic client records, ensuring compliance with regulatory and internal requirementsSupport Financial Planners pre- & post-client meetingsEngage in ongoing professional development and contribute to a positive team cultureYou Will Be Required To HaveSenior-level experience in Financial Services administration - supporting Financial Planners and / or Healthcare ConsultantsGrade 12 or equivalentComputer literacy and strong MS Office skillsClear and professional written and verbal communication skillsA Higher Certificate in Financial Planning would be advantageousThis Position Will Require Somebody With The Following CompetenciesExceptionally organised with strong time managementProfessional communication style and client-first mindsetAbility to work methodically with a high level of accuracyProactive problem-solving and follow-throughPositive team contributor with a willingness to learn and growAbility to manage competing priorities and deadlinesSalary Is Market-related And Commensurate With Experience And Qualifications.The appointment will be made in terms of the firm's Employment Equity Policy.Only short-listed candidates will be contacted.Consent To Process Your InformationBy sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA : You have disclosed up to date and accurate records; andYou agree to us keeping your records in our data base as per our Retention Policy.DeclarationBy agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects.NN #J-18808-Ljbffr

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